This article is part of Task Management and covers Task Types.


The requirements of each task are determined by the type of task that it is. This article covers the different task types. When creating a task, users can select from the following requirements:



Note: Task Management is an add-on to Operations. Please contact your Sales Representative to learn how the Task Management add-on can enhance your R365 experience.


Task Types


R365 Actions

When R365 Actions is selected, users are required to connect the task to an R365 record, which will require them to select the following during setup:
  • Record type
    Users can select from the following records:
    • Inventory Count
    • Waste Log
    • Daily Sales
    • Safe Count
    • Forecast
    • Log Entries
    • Labor Punches
    • Deposits
    • Tills
  • Record date
  • Status

To complete the task, users must click the Guide Me button to create the record, then satisfy the completion requirements in order to mark the task as complete.



To learn more about setting up record tasks, click here.

R365 Report

When R365 Report is selected, users will connect the task to a report in R365. Setup will require the following selections:
  • Report - The report that needs to be run/print as part of the task. 
  • Report View - The report view of which to run the report. Options show the system view as well as any saved views. 
  • Report Date - The date or date parameter  of which to run/print the report. 
  • Action -The action that needs to be taken with the report. Users can be required to either run the report or print the report.



To complete the task, users will be required to run the selected report, which will be done automatically upon clicking the Guide Me button. The report will run and open in a new tab.




Checkbox

The checkbox option does not require additional entry from users. Once the task has been completed, users can check the task as complete. This can be done in-grid or by clicking the Mark Complete button on the task sheet.



Short/Long Text

Users will be required to enter text before marking a task as complete.

Short Text

Long Text


Single Select

Upon creation, the single-select task type requires admin(s) to create selectable options. When marking the task as complete, users need to select one option.

Multi Select

Upon creation, the multi-select task type requires admin(s) to create selectable options. When processing the task, users can select multiple options, but at least one option must be selected before the task can be marked as complete

Dollars

Requires users to enter a dollar amount before marking a task as complete.


Number

Requires users to enter a numerical value before marking a task as complete.



Percent

Requires users to enter a percentage value before marking a task as complete.



Temperature

Requires users to enter a temperature value before marking a task as complete.



Completing Request Tasks


Request tasks are the tasks that appear in the Requests section of the My Tasks page. These tasks are not created from guides page. Instead, they are added to My Tasks when the request is submitted. 


Users are required to address any of the following requests that submitted for approval, including the following:

  • Availability changes
  • Shift offers
  • Shift trades
  • Time off
  • Transfers


To complete a request task, click the request from the list. The request will open in a side-by-side view with the task details. Users can view the task details in the left panel and the details of the request in the right panel. From the right panel, users can review and approve/deny the request.


Click image to enlarge.


Requests are found in the Requests section of the My Tasks page. These tasks are configured on the Task Management Settings sidesheet. Learn more about the Task Management settings, here.